Share your contacts from MindBody to Fit Pro Tracker and vice versa.
On the left menu, select Location and then click Integrations.
Look for MindBody card and click the Manage button.
Settings Tab
On the Settings tab, you may enter your MindBody Site Id and click Activate button.
Click the Test Integration button to see if the integration is working as expected.
The green check indicates that the integration was successful, in case you receive an error you can easily identify and correct them. There is a button Copy to Clipboard to copy the result of the test.
The Import All button will prompt the system will start to collecting information from Mindbody and create profiles in Fit Pro Tracker. This action is irrevocable.
There will be a pop up window to confirm the action and it will require you to type the given text to confirm.
Reports Tab
You'll receive a notification email once importing is done. You can check the Reports tab for the Imported Clients and Missing Clients. There is a button Export to Excel on both reports.
Mindbody Integration on Contact Profile
On the Contact Profile, you'll see the MindBody information under the Integrations tab and then Mindbody tab.
Click the Find this contact button, if you want to check with MindBody if the contact has an existing profile using the email address.
If the contact has no existing profile in MindBody, you'll get a message
"No existing MindBody contact found with email provided"
To add the contact from FPT to MindBody, you may click the Add to MindBody button.
It will then create a profile in MindBody and the information will also show in FPT. The MindBody information was broken down into 4 tabs in FPT such as:
Contact Info Tab - this will display the same information from FPT
Emergency Contact Tab - this will display information from MindBody
Payment Methods Tab - this will display information from MindBody
Appointments Tab - displays the current appointments and onwards
***The appointments is not retroactive, old appointments will not migrate to FPT only current appointments and onwards.
When you update the contact information in MindBody like the emergency contact, payment methods, appointments or any of the contact info, Fit Pro Tracker will automatically update the information shown in the system.
Important Note: The Dashboard birthday widget will display the Contact Profile information from FPT and it won’t automatically update the MindBody information.
Milestones won't show in the dashboard if the clients are not using the FPT Sessions.
There will be a notification pop up in FPT saying "Admin Alert MindBody contact updated" whenever you update contact information in MindBody.
To learn more about integrating MindBody, here's a quick video.